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Personal Investments • Re: Trouble finding correlations for a TIAA account

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I'm trying to simplify TIAA holdings.

I'd like to see how CREF Global Equities R2 QCGLPX correlates with total US Stock market, VTSAX or FSKAX (or other, similar funds).

But QCGLPX doesn't come up when I try this using Portfolio Visualizer (nor when I look for stock overlap using Morningstar Investor), and no ETF equivalent to QCGLPX comes up when I check that on https://etfdb.com/tool/mutual-fund-to-etf/.

I suspect there's a high correlation between QCGLPX and total US Stock Market because QCGLPX's top holdings include 5 of the "magnificent seven" but it would be nice to know about the correlation as a means of consolidating funds at TIAA. I have a kind of a mess.
I think QCGLPX is a global fund, not US only. So, comparing to VTWAX or VT would be more appropriate.

See link: https://www.morningstar.com/funds/xnas/qcglpx/chart

Regards,

Statistics: Posted by retired@50 — Mon Dec 09, 2024 10:15 am



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